As I said in my Taxable Review yesterday, January was a pretty active month in my accounts

Along with the volatility of January, I completed my quarterly rebalance and made my birthday buys

I am interested to see how this account performs moving forward - my performance has dipped below “The Market” (S&P 500) over the lifetime of the account

I am not changing my strategy and will continue to buy dividend paying companies to increase my tax free retirement income

Highlights (S&P 500 in parentheses):

Performance (Month): -7.35% (-5.26%)

Performance (All-Time): +8.01% (+8.39%)

Contributions: $130

Dividends: $3.22

Top 5 Holdings: